Fiduciary Checklist

Plan sponsors are responsible for acting in the best interest of participants, but what does that mean exactly? You might be surprised at the wide breadth of obligations included in your fiduciary duty.

We’ve compiled a checklist covering the essential components of regulatory compliance for plan sponsors. It’s not an all-encompassing list, but it will help you determine whether you’re on the right track:

Fiduciary Insight

A blog for plan sponsors written by Dick Ohanesian, AIF.
Committed to helping plans sponsors navigate today's world of increasing regulatory changes. Focused on building plans with optimal outcomes for both participants and employers.